Do You Have an Old Workplace Pension?
Is Your Workplace Pension from a Previous Employer Still Working for You? Changing jobs is a normal part of working life. Most of us will move employers several times throughout our careers. Whether you have changed jobs for career progression, relocated or experienced redundancy, each new role can leave behind more than just old colleagues. […]
Stephen Donnelly Featured in Irish Broker Magazine
Featured in Irish Broker Magazine July 2026 Irish Brokers Magazine July 2026 (Page 50) At Donnelly Financial Planning, we believe that great financial advice isn’t simply about pensions, investments, or financial products; it’s about building trust, understanding people’s goals, and helping them make confident decisions at every stage of life. We’re delighted to share that […]
What is Section 72 Life Cover?
If you’ve worked hard all your life to build up your home, savings, investments or even a family business, you’ll probably want to pass as much of that wealth as possible to the people you care about. An inheritance can sometimes bring a tax bill. In Ireland, Capital Acquisitions Tax (CAT) may apply when someone […]
Savings Plans & Small Gift Exemption for Inheritance Tax
Many Irish families want to help their children and grandchildren achieve important financial milestones, whether that’s buying a first home, paying for further education, purchasing a car, or building financial security for the future. At the same time, rising property values and increasing wealth mean more families are becoming conscious of potential inheritance tax liabilities. […]
Financial Advice Matters: 5 Ways to Improve Financial Well-Being
Financial well-being affects far more than your bank balance, it influences your peace of mind, confidence, and ability to plan for the future. When your finances feel uncertain, everyday life can feel more stressful. However, when you have a clear financial plan in place, you gain greater control, make better decisions, and feel more confident […]
Income Protection: How to Protect Your Income
Your income is one of your most important financial assets. If illness or injury stops you from working, income protection can help replace part of your earnings so you can continue meeting your everyday financial commitments while you recover. Why income protection matters If an illness or injury stops you working, you need time to […]
Life Assurance for Cohabiting Couples in Ireland
Protecting Your Partner, Your Home and Your Future Life assurance for cohabiting couples works differently than for married couples. If you’re not married or in a civil partnership, this article shows you how to protect your partner, home, and financial future. Many couples build a life together, buy a home, raise children and share finances […]
Women and Pension Planning in Ireland
New research highlights the pension gap affecting many women approaching retirement in Ireland. Understanding how pensions work and reviewing your retirement planning can help build confidence and long-term financial security. Planning for retirement is an important part of long-term financial wellbeing. Everyone’s financial journey is different, and many women in Ireland experience career paths that […]
Teaching Children About Money: A Parent’s Guide to Building Financial Skills
Why It’s Important to Teach Children About Money? Teaching children about money from a young age is one of the most powerful ways to set them up for future success. By helping them understand how money works, from earning and budgeting to saving, investing and protecting themselves and their families, you equip them with essential […]
Getting Started With Investing: Your Questions Answered
Take the First Small Step Into Investing. Many people want to make their money work harder but feel unsure how to begin investing safely and confidently. Getting started with investing is an important step towards achieving your financial goals. If you’re saving regularly and wondering how to make your money work harder, you’re not alone. […]